Hi

We have recently begun recording our opps through SLX Lan 7.5, all is going well, but would like to make user experience a little easier. My problen is in creating a calculated date field to identify the expiry date.

1. The user populates custom date field : bid submitted date 

2. User identifies custom validity days period through drop down e.g. 30, 60  ......

3. I want SLX to automatically generate a valid until date that I can group by & incorporate into quote templates.

 Can I do this through calculated field in administrator, if not is there a somle way to achieve ?

Thanks for any suggestions

 Sarah  

Hi Sarah

Yes, you can do this in Admin - simply create a new calculated field and setup the usual items for alias etc. Then, in the calculation make sure the result type is numeric. Then, in the edit box for the calculation type into the area what you need - which will be something like

DateDiff(d,GetDate(),mySQLColumn)

This will then be run within SLX and SQL Server will do the calculation for you.

However, you will probably have to have a little customisation done so that it stores what they picked (30/60/90) and can then calculate the difference (instead of Today you would use:

DateDiff(d,MyCol1, myCol2) 

The result being the difference of the two. In myCol1 would be the offset (30/60/90 etc).

Regards
Mike